Daymark Wealth Partners’s Intuit INTU Stock Holding History

Daymark Wealth Partners’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,066	Closed	-$461K	–	837
2026 Q1	$461K	Buy	1,066 +424	+66%	+$202K	0.01%	444
2025 Q4	$425K	Buy	642 +137	+27%	+$90.5K	0.01%	426
2025 Q3	$345K	Buy	+505	New	+$364K	0.01%	449

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daymark Wealth Partners's INTU Position: Q2 2026 in Review

Daymark Wealth Partners sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,066 shares — an estimated $461K sold.

Daymark Wealth Partners first reported a position in INTU in Q3 2025 and held it in 3 quarters. The position peaked at $461K in Q1 2026. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Daymark Wealth Partners reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Daymark Wealth Partners sold 1,066 Intuit shares in Q2 2026, an estimated $461K.
Daymark Wealth Partners first reported a position in Intuit in Q3 2025 and held it in 3 quarters.
Daymark Wealth Partners's Intuit position peaked at $461K in Q1 2026.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.